See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,231 | $105,931-8.2% | $81,930+18.7% | $158,922-38.8% |
| Participation rate | 55.0% | 75.6%-20.6pp | 72.0%-17.0pp | 82.0%-27.0pp |
| Annual return | 16.59% | 38.17%-21.6pp | 29.49%-12.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,246 | $7,800-84.0% | $4,310-71.1% | $4,761-73.8% |
| Participant deferral / active EE | $5,330 | $13,003-59.0% | $7,107-25.0% | $5,982-10.9% |
| Admin fee / account holder | $176 | $8,489-97.9% | $5,158-96.6% | $11,246-98.4% |